Prospect Management for Planned Giving Prospects

Track: Relationship Management

Session Number: 1126

Date: Fri, Aug 10th, 2018

Time: 1:45 PM - 2:45 PM

Description:

Prospect Management is usually focused on Major Gifts. How do we apply these principals to Planned Gifts. What does the solicitation cycle look like for the various Planned Giving vehicles. What about gifts in kind? We will look at how the Philadelphia Museum of Art tracks Planned Giving Prospects. We will also cover how to build a Planned Giving Score to identify prospects.